CRM Migrations to HubSpot

What you're buying

A migration runs in phases. We carry them all.

Audit + cutover plan

Inventory of the source CRM. Field-by-field mapping into HubSpot. Decisions on what migrates, what gets archived, what gets cleaned up before it travels. The cutover plan is a written doc with a date, a rollback path, and named owners on both sides.

Book discovery call

Sandbox dry-run

Full migration into a HubSpot sandbox first. End-to-end: contacts, companies, deals, activities, attachments, custom objects. We verify record counts, sample-check a representative set of records by hand, and let your team poke at the sandbox before any production change.

Book discovery call

Production import + reconciliation

Scheduled production cutover - usually a weekend. Records imported, reconciliation report run against the source, exceptions resolved one by one. The old CRM stays read-only for 30 days as a safety net. Team logs in Monday morning to a portal that matches reality.

Book discovery call

The end-to-end runbook

Map → Plan → Sandbox → Cutover.

Map

Source CRM inventory

Every object, every field, every workflow, every integration on the old side. We meet your records where they are - including the weird custom objects nobody else maps - and decide field-by-field where each one lands in HubSpot.

Plan

Cutover doc + ownership

Written cutover doc: scope, mapping, dedup rules, timeline, rollback path, named owners on both sides. Reviewed with you and signed off before any data moves. This is where surprises get caught - the cutover itself runs against the plan.

Sandbox

Dry-run in a sandbox portal

Full migration into a HubSpot sandbox. Record counts verified, samples spot-checked manually, your team given a full week with the sandbox before we go live. Issues caught here cost an iteration; issues caught in production cost reputation.

Cutover

Production import + reconciliation

Scheduled weekend cutover. Final import, reconciliation report, exceptions resolved one by one. Old CRM stays read-only for 30 days. Monday morning the team starts using HubSpot - with the activity history intact and the deals where they were on Friday.

What we preserve

What survives the cutover.

Records

Contacts, companies, deals

→ Full record set, mapped 1:1
→ Custom properties preserved
→ Associations rebuilt accurately
→ Pipelines and stages mapped
→ Custom objects supported
→ Ownership preserved

Activity

Timeline history

→ Email correspondence
→ Calls + meetings
→ Notes + tasks
→ Deal stage changes (audit trail)
→ Last-touch dates and owners
→ Original-source attribution

Cleanup

Dedup + normalisation

→ Duplicate detection rules (per object)
→ Merge logic with owner-pick precedence
→ Domain + email normalisation
→ Phone format harmonisation
→ Country / region standardisation
→ You approve merges before they run

Verification

Sandbox + reconciliation

→ Full migration into a sandbox first
→ Record-count parity report
→ Sample-check (a representative set, by hand)
→ Stakeholder UAT window
→ Reconciliation pass after production import
→ Exceptions resolved one by one

Safety

Rollback + read-only window

→ Documented rollback path
→ Old CRM read-only for 30 days
→ Cutover scheduled on a weekend
→ Comms plan for the team Monday morning
→ On-call coverage cutover day
→ Post-cutover delta sync if needed

Integrations

Connected stack moves too

→ Mailbox sync (Gmail / Outlook)
→ Calendar + meeting links
→ Sequences + cadences rebuilt
→ Web tracking + forms re-wired
→ Ads + revenue attribution carried over
→ Workflows ported, not just records

Common questions

What teams ask before approving a migration.

How long does a typical migration take?

Three to six weeks end-to-end, including the cutover plan, sandbox dry-run, production import, and 30-day safety window. Variance comes from source CRM complexity, the cleanliness of the data, and how decisive your stakeholders are about merge rules.

Will we lose deal history or activity timelines?

No. Activity timelines (emails, calls, meetings, notes, stage changes) are the part that usually gets dropped by lazy migrations - and they're the part the sales team relies on the most. We carry them as standard. Where source-side fidelity is poor (e.g. summary-only email records), we tell you upfront in the mapping phase.

Can the migration happen without downtime?

Yes for the team using the CRM - the old CRM stays live and read-only during cutover. The sales team typically loses zero working hours. Outbound automations (sequences, marketing emails) usually go quiet for the cutover weekend by design, then come back on the HubSpot side Monday morning.

What about integrations connected to the old CRM?

Mapped in the cutover doc. Native HubSpot apps replace the equivalents on the old side where they exist; custom integrations get re-pointed during cutover weekend. We test every integration in the sandbox phase, so what fires on the HubSpot side matches what fired on the old side - or improves on it.

Do you do this as a standalone service, or only with an implementation?

Both. A migration is its own engagement and can run against a HubSpot portal we didn't set up. If you don't have a portal yet, we usually bundle the migration into a full implementation so the foundation gets built around the data, not the other way around. If you're not sure the cutover is the right move, start with an audit of where you are today.

Clean cutover from Pipedrive, Salesforce, Zoho, or whatever you're on now.

A migration runs in phases. We carry them all.

Audit + cutover plan

Sandbox dry-run

Production import + reconciliation

Map → Plan → Sandbox → Cutover.

Source CRM inventory

Cutover doc + ownership

Dry-run in a sandbox portal

Production import + reconciliation

What survives the cutover.

Contacts, companies, deals

Timeline history

Dedup + normalisation

Sandbox + reconciliation

Rollback + read-only window

Connected stack moves too

What teams ask before approving a migration.

Often paired with this.

Portal Audits

HubSpot Consulting

Let's scope your migration.